Sales Creatio, team edition
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This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

How to set up a personal mailbox

Each bpm’online user can set up integration with one or more mailboxes and use them for sending and receiving email messages. Bpm’online can link emails to existing records (accounts, contacts, etc.), use emails to create new records and use emails to enrich contact profiles.

Bpm’online uses OAuth protocol for easy and secure integration with the following email providers:

GMail. For this provider the OAuth authentication is enabled by default. Read more >>> 

Office 365. You will need additional setup to use OAuth authentication.

OAuth is an open standard for access delegation that provides bpm’online with secure delegated access to email accounts without saving user login and password in the application.

Below is an example of setting up email accounts of popular email providers.

Contents

Setting up a GMail account using OAuth

Setting up an email account of a pre-configured provider

Setting up an email account on the corporate domain

See also

Working with emails

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